①CPO、算力等多个AI硬件方向个股遭机构卖出,其中锐捷网络遭机构卖出2.28亿。②跌停的视觉中国遭两家一线游资席位合计卖出超3亿,获两家一线游资席位合计买入2.39亿。
沪深股通今日合计成交1583.42亿,其中海光信息和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,银行板块主力资金净流入居首。ETF成交方面,1000ETF(159629)成交额环比增长121%。期指持仓方面,IM合约空头加仓数量大于多头。龙虎榜方面,中坚科技获机构买入超8000万,获国泰君安上海海阳西路营业部买入超9000万;卓翼科技获机构买入超5000万;力量钻石遭机构卖出超6000万;中船科技获国泰君安三亚迎宾路营业部买入1.02亿;城地香江遭一家量化席位卖出超9000万。
一、沪深股通前十大成交
今日沪股通总成交金额为742.49亿,深股通总成交金额为840.93亿。
从沪股通前十大成交个股来看,海光信息位居首位;兆易创新和贵州茅台分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;中兴通讯和东方财富分居二、三位。
二、板块个股主力大单资金
从板块表现来看,培育钻石、中船系、银行、保险等板块涨幅居前,教育、Sora概念、游戏、传媒等板块跌幅居前。
从主力板块资金监控数据来看,银行板块主力资金净流入居首。
板块资金流出方面,电子板块主力资金净流出居首。
从个股主力资金监控数据来看,主力资金净流入前十的个股中权重蓝筹股较多,卓翼科技净流入居首。
主力资金流出前十的个股所属板块较为杂乱,利欧股份净流出居首。
三、ETF成交
从成交额前十的ETF来看,沪深300ETF(510300)成交额位居首位;科创50ETF(588000)成交额位居第二位。
从成交额环比增长前十的ETF来看,1000ETF(159629)成交额环比增长121%位居首位;纳指100ETF(159660)成交额环比增长89%位居次席。
从上周份额增长前十的ETF来看,多只A500ETF份额大幅增长,其中A500ETF工银(159362)份额增长26.61亿份位居首位。
从上周份额减少前十的ETF来看,多只科创板以及半导体ETF位居前十行列,其中科创50ETF(588000)上周份额减少52.47亿份位居首位。
四、期指持仓
四大期指主力合约多空双方均加仓,IH、IF、IC合约多头加仓数量较多;IM合约空头加仓数量较多,且加仓数量明显大于多头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所提升,买入方面,机器人概念股中坚科技获机构买入超8000万;液冷服务器概念股高澜股份获机构买入超5000万;AI眼镜概念股卓翼科技获机构买入超5000万。
卖出方面,CPO概念股锐捷网络遭机构卖出2.28亿;算力概念股城地香江遭机构卖出1.7亿;力量钻石遭机构卖出超6000万。
2、游资
一线游资活跃度一般,视觉中国遭两家一线游资席位合计卖出超3亿,获两家一线游资席位合计买入2.39亿;中船科技获国泰君安三亚迎宾路营业部买入1.02亿;获机构买入的中坚科技同时获国泰君安上海海阳西路营业部买入超9000万。
量化资金活跃度有所下降,城地香江遭一家量化席位卖出超9000万。
① Multiple AI hardware stocks, including CPO and computing power, were sold by Institutions, with Ruijie Networks seeing an Outflow of 0.228 billion. ② Visual China, which hit the limit down, saw a total Outflow exceeding 0.3 billion from two major speculative trading positions, while they collectively bought 0.239 billion.
Today's total transaction amount for HK -> SZ is 158.342 billion, with Haiguang Information and Contemporary Amperex Technology leading in transaction volume for HK -> SH and HK -> SZ respectively. In terms of Block Orders, the Banks sector had the highest net Inflow. In ETF trading, the 1000ETF (159629) saw a 121% increase in transaction volume. In futures holding positions, the number of short positions in the IM contract exceeded that of long positions. In the leaderboard, Zhejiang Zhongjian Technology received over 80 million from Institutions, and GTJA Shanghai Haiyang West Road brokerage bought over 90 million; Shenzhen Zowee Technology saw over 50 million bought by Institutions; Power Diamond experienced an Outflow of over 60 million; CSSC Science & Technology received 0.102 billion from GTJA Sanya Yingbin Road brokerage; Shanghai CDXJ Digital Technology was sold by a Algo position for over 90 million.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today's total transaction amount for HK -> SH is 74.249 billion, and for HK -> SZ is 84.093 billion.
From the top ten trades of HK -> SH, Haiguang Information ranks first; GigaDevice Semiconductor Inc. and Kweichow Moutai come in second and third.
From the top ten trades of HK -> SZ, Contemporary Amperex Technology ranks first; ZTE and East Money Information are in second and third places.
2. Sector individual stock block orders funding.
In terms of sector performance, Cultured Diamonds, CSSC, Banks, and Insurance are among the top gainers, while Education, Sora Concept, Gaming, and Media are among the top losers.
From the main sector fund monitoring data, the main fund net inflow of banks sector ranks first.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the monitoring data of the main funds of individual stocks, there are many weighted Blue Chips among the top ten stocks with net inflow of main funds, with Shenzhen Zowee Technology leading in net inflow.
The sectors of the top ten stocks with outflow of block orders are also quite mixed, with leo group co.,ltd. leading in net outflow.
III. ETF trading
Among the top ten ETFs by trading volume, the 300ETF (510300) ranks first; the ChinaAMC STAR50 ETF (588000) ranks second.
Among the top ten ETFs by week-on-week trading volume growth, the 1000ETF (159629) saw a week-on-week growth of 121% in trading volume, ranking first; the NASDAQ 100 ETF (159660) saw a week-on-week growth of 89%, ranking second.
From the top ten ETFs in terms of share growth last week, several A500ETFs showed significant growth, with A500ETF ICBC (159362) leading with a share growth of 2.661 billion shares.
Among the top ten ETFs with reduced shares from last week, several Star and Penghua Guozheng Semiconductor Chip ETFs ranked in the top ten, with the ChinaAMC STAR50 ETF (588000) seeing a reduction of 5.247 billion shares, topping the list.
IV. Futures contract positions
In the four major futures main contracts, both long and short parties increased their positions, with the IH, IF, and IC contracts seeing relatively large increases in long positions; the IM contract saw a significant increase in short positions, notably higher than long positions.
Five, Long-Short Ranking
1. Institutions
Today, the activity level of institutions on the leaderboard has increased. In terms of buying, the Robot Concept stock Zhejiang Zhongjian Technology received over 80 million from institutions; the liquid cooling Server Concept stock Guangzhou Goaland Energy Conservation Tech received over 50 million; and the AI glasses Concept stock Shenzhen Zowee Technology received over 50 million.
In terms of selling, the CPO Concept stock Ruijie Networks was sold by institutions for 0.228 billion; the computing power Concept stock Shanghai CDXJ Digital Technology faced a sell-off from institutions for 0.17 billion; and Strength Diamond was sold by institutions for over 60 million.
2. Retail Investors
The activity of first-line speculative funds is generally average, with Visual China Group facing a total Sell of over 0.3 billion from two first-line speculative fund seats, and receiving a total Buy of 0.239 billion from two first-line speculative fund seats; CSSC Science & Technology was bought for 0.102 billion by GTJA Sanya Yingbin Road branch; and Zhejiang Zhongjian Technology, which received buying from Institutions, was also bought for over 90 million by GTJA Shanghai Haiyang West Road branch.
The activity of Algo funds has decreased somewhat, and Shanghai CDXJ Digital Technology saw a Sell of over 90 million from one Algo seat.